Understanding Special Needs Trusts

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- Event Details

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Format/Skill Level:

Meeting

Location:

The Olde Mill Inn
225 US Highway 202 Basking Ridge, NJ 07920-1646

Date:

November 18, 2015

Time:

9:00 AM - 1:00 PM ET

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NJSBA & NJSBA Section/Committee members are eligible for
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List Price: $180.00 USD

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Moderator/Speaker:
Lawrence A. Friedman, Esq. Certified Elder Law Attorney by ABA Accredited National Elder Law Foundation Former Chair, NJSBA Elder & Disability Law Section Awarded the Distinguished Legislative Service Award from the NJSBA FriedmanLaw (Bridgewater)
Speakers include:
Mark R....

Moderator/Speaker:
Lawrence A. Friedman, Esq. Certified Elder Law Attorney by ABA Accredited National Elder Law Foundation Former Chair, NJSBA Elder & Disability Law Section Awarded the Distinguished Legislative Service Award from the NJSBA FriedmanLaw (Bridgewater)
Speakers include:
Mark R. Friedman, Esq. FriedmanLaw (Bridgewater)
John J. Miesowitz, Esq. Ventura, Miesowitz, Keough & Warner, PC (Summit)
Denise Dimson Rekem, Esq. Parles Rekem, LLP (Springfield)
Bruce D. Steiner, Esq. Kleinberg, Kaplan, Wolff & Cohen, PC (New York)

About The Program:

If you’re an elder law practitioner, this is a must attend seminar!

Individuals with serious disabilities often qualify for government benefits like Supplemental Security Income, Medicaid, Division of Developmental Disabilities residential placements and day programs, and housing aid. However, estate plans and personal injury recoveries usually prove disqualifying unless they include special needs trusts. Special needs trusts permit gifts, devises, and litigation recoveries to benefit individuals with serious disabilities without jeopardizing key government aid. In addition to hurting your clients, you may risk malpractice and professional responsibility liability unless you have a functional understanding of these specialized trusts.

Register today to hear an experienced panel of top New Jersey experts provide you with the tactics you need to know to effectively represent special needs clients. Through a series of practical “no fluff” discussions, the panel will provide you with planning tips and items you need to be sure to watch for when drafting these trusts. You’ll come away with an entirely new perspective, as well as a rock solid foundation you can build in the future.

Program Agenda:
9:00	Drafting special needs trusts (SNT) and supplemental needs trusts (SuNT). Drafting considerations SNT [1st party trust] vs. SuNT [3rd party trust]. When to use an SNT, SuNT, or neither - Lawrence A. Friedman, Esq.
9:40	Options to preserve tax deferral [stretch out] where SNT or SuNT may be beneficiary of an IRA or tax qualified retirement/savings plan such as pension, 401(k) plan, 403(b) plan, profit sharing plan, etc - Bruce D. Steiner, Esq.
10:20	Decanting and reforming trusts to avoid loss of disability benefits - John J. Miesowitz, Esq.
11:00	Break
11:10	Issues in administering SNTs and SuNT - Lawrence Friedman, Esq.
11:50	New options under ABLE Act and Affordable Care Act - pluses and minuses - Mark R. Friedman, Esq.
12:25	Special education considerations - Denise Dimson Rekem, Esq.
1:00	Adjourn

CLE Credits:
NJ CLE information: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 4.5 hours of total CLE credit.
NJ CLE :	This program has been approved for 4.5 credits (50 minute hour)
PA CLE:	3.5 substantive credits pending ($16 fee – separate check payable to NJICLE must be submitted at the end of the program)
NY CLE (t&nt):	4.5 professional practice credits
CPE:	4.5 taxation credits

Door Registration: $200
INEST001415

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